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    Client Reporting Specialist - Ottawa, Canada - MD Financial Management

    MD Financial Management
    MD Financial Management Ottawa, Canada

    3 weeks ago

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    Description

    Requisition ID: 198053

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

    MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team.

    Is this role right for you? In this role you will:

  • Execute Canadian and/or IRS tax production activities accurately and within regulatory deadlines
  • Identify, document, and support resolution of system defects and process gaps
  • Collaborate with internal and external composition and printing partners as it related to tax activities
  • Develop and maintain related procedure and work instruction documents, and regularly review and update as required
  • Establish processes and procedures that facilitate continuous process improvement on all tax production processes, and ensure operational efficiency of the production processes
  • Support project initiatives and audits as it relates to tax

    • Do you have the skills that will enable you to succeed in this role? – We'd love to work with you if you have:

  • Experience in tax reporting in a financial services environment
  • Working knowledge of Microsoft Excel
  • College or University degree related to Commerce is an asset
  • Tax related courses, certifications, or completion of Canadian Securities Course (CSC) is an asset
  • Working knowledge of SPM/Confluence software is an asset
  • Critical thinking skills and are enthusiastic about delivering quality service
  • Strong reconciliation and analytical skills
  • Excellent verbal and written communication skills
  • Demonstrated pro-activity, initiative, and resourcefulness
  • The ability to work independently or effectively within a team
  • The ability to manage multiple priorities in a fast- paced environment
  • The ability to effectively manage change
  • A results-oriented mindset
  • The capacity to assess, develop and monitor complex business processes

    • Location(s): Canada : Ontario : Ottawa

    Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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